Money Made Human Podcast

You’ve been working HARD to grow your business: you’re consistently generating 6-figures in revenue. You’ve got a full (or nearly full) client roster. Financial Coaching is most likely your primary (or only) source of income. You’ve been putting systems and processes into place to make sure that pricing, naming, and marketing are consistent. You’re doing good…but you want to keep growing. 

And, if you want to level up, you’ve likely realized that the strategies and practices that got you to where you are, are not the same strategies that you need to reach your new, upleveled goals. 

You need to create leverage and figure out how to scale - but how? A group program? A course? Hire associate coaches? Find a business partner? Get paid to speak? Host in-person or destination events? 

The choices can be overwhelming, and often, we’re simply too close to see what needs to happen for our next steps.

There’s a lot of talk around YouTube and using it as a marketing tool for financial coaches. I use it as another place to distribute this podcast, but I’m far from an expert. So this week on the podcast, I invited Psy, a fellow financial coach and YouTube user to help me talk about who it’s for, how to get started, and what tools someone needs to use it effectively.

Psy has been posting regular videos to YouTube for over two years now and has almost 30k subscribers as of this posting, so he knows a thing or two about using the platform to promote his financial coaching business…and has helped thousands of others along the way.

If you’ve ever thought about starting to publish videos for your business, Psy just might give you the push you need!

Links & Resources:

• FIRE Psy Chat

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and being open and transparent with clients.

In this episode, you’ll hear some real-life examples of the vulnerable (and the ick) when it comes to coaches coaching coaches and I hope you hear my invitation to really think about your own role as a financial coach. How do you balance ambition with honesty? How do you navigate the complexities of scaling a business while staying true to your mission? These are just a few of the ideas you’ll hear, as well as my own answers to these questions.

So, if you're curious about what it really takes to uphold integrity in financial coaching, if you're looking to find a balance between your financial acumen and your coaching spirit, or if you're simply seeking a heart-centered approach to this profession, this episode is for you.

Tune in to discover insights that could redefine your approach to financial coaching. Trust me, you don't want to miss this one!

Links & Resources:

• Episode 49: The Power of a Financial Coaching Program
• Financial Coaches Unite

Ever wondered what's really moving in the financial coaching industry these days? If you’re in the thick of your business, working hard to grow, you may not feel like you have time to stay on top of how the industry is growing and changing.

That’s what I’m here for! This week on the podcast, I’m sharing some of my own experiences--what I’m seeing and hearing in financial coaching. These are completely my opinion, not based on any industry stats. Just some real talk.

I'm chatting about how financial coaches and advisors are working together now, and it's pretty exciting. There's also a big shift happening where people are starting to see money as more than just numbers – it's about our feelings and life choices too. Sounds about right!

And, I've got some honest thoughts about different types of financial coaching companies. Some are great, some... not so much. Plus, you wouldn't believe how financial coaches are starting to pop up in places like banks.

This episode is all about sharing what I've seen and learned, and maybe it'll get you thinking differently about our work. So grab a coffee, settle in, and give it a listen. It's just a casual chat about the stuff we deal with every day.


Links & Resources:

• Episode 5: Can I Make a Living as a Financial Coach?
• The Dream Manager by Matthew Kelly

Starting out as a financial coach, I quickly realized the power of networking. I joined BNI, a global networking group, and what I found (and learned) was invaluable. It wasn't just about the referrals, which were great, but also about mastering the art of networking and building enduring connections within the financial industry and the local community. This journey of mine has been filled with learning and growth, and I'm thrilled to share it with you.

In this week's podcast, I’m sharing how to select the perfect networking group for your financial coaching business. I'll cover everything from identifying the right group and the key questions you should be asking, to strategies for effectively utilizing both your time and financial resources in these groups.

Don't miss out on this episode – it's packed with insights and practical advice for making networking a cornerstone of your business success. Tune in today for an enlightening discussion!

Links & Resources:

Business Networking International

When you start your business, you often go in with rose-colored glasses. You have an unshakeable positive outlook…oftentimes because you just don’t know any better. And then things get real. Usually really fast. And what you thought your journey would look like feels like a long time ago. If you’ve felt this, you’re not alone - when I first started my business, I was incredibly naive - I imagined having consistent, predictable, steady growth year after year. 


I thought I’d simply create a product, offer it to my (obviously) thousands of raving fans, sell out immediately, lather, rinse, repeat. If only I’d realized how truly messy this whole business building journey can be (and still is). Looking back, the things I thought I wanted rapidly fell away, and I realized that what I actually wanted from my business was something entirely different.

Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us.

This week on the podcast, I’m sharing more about the often-misunderstood world of social media from my own perspective. You’ll hear some real-life hits (and misses!) about how social media has impacted the way I do business.

This episode is not just stories; it’s a journey to uncovering the true impact of social media in our field. I explore how easy it is to make snap judgments based on someone's online profile and question how this influences our perception of success, both of others and ourselves.

Discover how setting boundaries with social media can lead to more meaningful interactions and why it's okay to chart your own path, even if it strays from conventional social media strategies.

Tune in for an episode filled with honest reflections, practical insights, and a fresh perspective on leveraging social media for your financial coaching business. Whether you're a social media enthusiast or skeptic, there’s something in this episode for everyone looking to navigate these digital waters with confidence and authenticity.


Links & Resources:

Join the mailing list! 

Are you coaching clients so they no longer need you? I think that’s a perspective that’s not good for the health and growth of your business. Client acquisition is one of the most time-consuming and expensive parts of working with clients. So if you’re constantly sending clients on their way after a few months of coaching, you’re doing a disservice to your clients, yourself, and your business.

This week on the podcast, we’re wrapping up our Ultimate Growth Guide series by talking about what comes next in your client journey. Because there is, in fact, a next step.

Money will always be there for your clients and as they work through their initial challenges and goals, new ones are bound to come up. And your clients will need help navigating those, too.

Listen in as we explore what this might look like for you so you can wrap your mindset around this next step and create a business and life you love.

Links & Resources:

• Download your own Client Journey Roadmap

Imagine transforming your financial coaching practice from a part-time side hustle to a thriving, 7-figure business. This week on the podcast, I share my personal experiences and insights, taking you through the highs and lows of my journey and the lessons learned along the way. It's a story that's not just about success but about the real, gritty process of getting there.

This episode is part of the Ultimate Growth Guide series, where I take you through the client journey step by step. Here we’re talking about what goes beyond the surface, offering strategies and wisdom that can reshape your approach to coaching.

It’s important to go beyond the coaching sessions themselves. The art of effective offboarding is a crucial but often overlooked aspect of the coaching process. It's about leaving your clients with a sense of achievement and clarity about their financial future, a skill that every coach should master. And, of course, building an offer that comes next. Because your clients shouldn’t always need you to make their financial dreams come true.

Tune into our latest podcast episode for a blend of personal stories, professional insights, and practical advice that will leave you motivated and equipped to transform your financial coaching journey.

Links & Resources:

• Download your own Client Journey Roadmap

Creating next steps for your clients is essential to making the sale and growing your financial coaching business. This week, we’re taking the next step in our Ultimate Growth Guide series, focusing on the benefits of a structured coaching program for both coaches and clients.

In this episode, you’ll learn more about what a coaching program is and how it's different from casual check-ins or basic courses. It's a comprehensive approach that helps clients achieve specific financial goals while providing continuous, personalized support.

For coaches, a well-structured program means better planning of time and income, stronger client relationships, and increased confidence in coaching abilities. We’ll also spotlight the importance of truly believing in your program’s effectiveness and confidently presenting it to clients.

Listen in for practical advice on tailoring your program to different client types and keeping the focus on key outcomes. This the next step in your guide to creating a coaching experience that's impactful for clients and profitable for your business.

Links & Resources:

• Download your own Client Journey Roadmap